See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,077 | $57,016-38.5% | $84,966-58.7% | $80,856-56.6% |
| Participation rate | 53.7% | 56.3%-2.7pp | 67.5%-13.8pp | 67.6%-14.0pp |
| Annual return | 15.36% | 21.66%-6.3pp | 66.38%-51.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,136 | $1,798-36.8% | $2,727-58.3% | $2,755-58.8% |
| Participant deferral / active EE | $1,507 | $3,110-51.5% | $4,519-66.7% | $4,296-64.9% |
| Admin fee / account holder | $5,298 | $4,980+6.4% | $6,149-13.8% | $6,918-23.4% |